Deleting payment plans

You can delete a payment plan from the Ledger of the guarantor with whom the plan is associated or from the Ledger of any of the patients who have that guarantor in common.

To delete a payment plan

  1. Open the Ledger page of one of the following people:

    • A guarantor who has an active payment plan.

    • A patient with a guarantor who has an active payment plan.

  2. Click (or tap) the Payment Plan button.

    The Review Payment Plan dialog box appears.

  3. Click (or tap) Delete.

    A confirmation message appears.

  4. Click (or tap) Delete.